Added to YB: 2026-06-24
Pitch date: 2026-06-21
AIRJ [neutral]
AirJoule Technologies Corporation
Author Info
No bio for this author
Company Info
AirJoule Technologies Corporation operates as an atmospheric renewable energy and water harvesting technology company.
Market Cap
$286.9M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Machinery
Category
growth
$AIRJ: Solving the Hidden Bottleneck of the AI Infrastructure Buildout
AIRJ (pass): Pre-revenue atmospheric water gen for AI data centers, using waste heat + proprietary MOF tech to bypass water permitting bottleneck. JVs w/ GE Vernova, Carrier, BASF, CATL. $45M liquidity, ~21-24mo runway into 2028. Prime pilot w/ Google/MSFT in Denmark Summer 2026. 35% target GM. CEO owns 11%. Bull: $10B+ if scales (Bloom Energy parallel). Bear: 24-36mo data center design-in lag, no rev till 2028+, hardware execution risk, dilution risk, 'zero or hero.' Author passes pending clearer execution.
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